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Raymond James Financial

890 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 296 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 55

10% more call options, than puts

Call options by funds: $147M | Put options by funds: $133M

9% more capital invested

Capital invested by funds: $23.8B → $26B (+$2.23B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 853890 (+37)

8% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 320

1.29% less ownership

Funds ownership: 76.99%75.7% (-1.3%)

Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
11.68%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
104
Increased
296
Reduced
320
Closed
55
Calls
$147M
Puts
$133M
Net Calls
+$13.9M
Net Calls Change
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
476
Great Valley Advisor Group
Delaware
$703K -$497 -3 -0.1%
NSEDCP
477
NJ State Employees Deferred Compensation Plan
New Jersey
$690K
MFG
478
Merit Financial Group
Georgia
$690K -$29.2K -176 -4%
BFPW
479
BOK Financial Private Wealth
Colorado
$682K -$24.5K -148 -4%
Lido Advisors
480
Lido Advisors
California
$671K +$415K +2,502 +181%
HWM
481
HB Wealth Management
Georgia
$665K +$61.1K +369 +11%
AFG
482
ABLE Financial Group
Arizona
$657K +$23.4K +141 +4%
PP
483
Prudential plc
United Kingdom
$652K -$375K -2,266 -37%
NP
484
NorthRock Partners
Minnesota
$651K -$84.5K -510 -12%
AFCM
485
Applied Finance Capital Management
Puerto Rico
$649K -$204K -1,232 -25%
EAM
486
Empirical Asset Management
Massachusetts
$647K -$317K -1,913 -34%
DZ Bank
487
DZ Bank
Germany
$646K
HI
488
Horizon Investments
North Carolina
$639K +$102K +618 +20%
Bessemer Group
489
Bessemer Group
New Jersey
$627K +$56.2K +339 +10%
NL
490
NVWM LLC
Pennsylvania
$627K +$15.4K +93 +3%
CPCPP
491
Canada Post Corporation Pension Plan
Canada
$625K +$114K +690 +24%
AWA
492
Aaron Wealth Advisors
Illinois
$622K +$597K +3,603 New
WC
493
Westerkirk Capital
$621K
CAS
494
CTC Alternative Strategies
Illinois
$621K +$365K +2,200 +157%
CL
495
Choreo LLC
Illinois
$610K -$6.13K -37 -1%
TYCC
496
Texas Yale Capital Corp
Florida
$595K
WC
497
Waterloo Capital
Texas
$594K +$23.4K +141 +4%
RCAG
498
Rehmann Capital Advisory Group
Michigan
$593K +$66K +398 +13%
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$589K +$16.4K +99 +3%
MSE
500
MUFG Securities EMEA
United Kingdom
$586K +$473K +2,854 +526%

RJF Hedge Fund Activity: Q3 2025 in Review

890 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2025, worth a combined $26B — up 9.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new RJF positions and 55 closed out — a net gain of 49 holders — while 296 added to existing stakes and 320 trimmed.

The largest buyer was Millennium Management, adding an estimated $221M. The largest seller was Wellington Management Group, cutting an estimated $91.2M.

  • 890 institutional investors held Raymond James Financial (RJF) as of Q3 2025, up from 853 in Q2 2025.
  • Funds reported $26B of Raymond James Financial stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 104 funds opened new Raymond James Financial positions in Q3 2025 and 55 closed out, a net change of +49 holders.
  • The largest Raymond James Financial buyer in Q3 2025 was Millennium Management, an estimated $221M added.
  • The largest Raymond James Financial seller in Q3 2025 was Wellington Management Group, an estimated $91.2M sold.

Based on aggregated 13F filings for Q3 2025.